To Become a Thriving Global Citizen, RCBI Alone is Not Enough
Partner Content
September 16, 2022
No one became a global success just because they held two passports.
Tag: wealth planning
“When Clients Ask About a Program And It’s Not Portugal, I Talk About Portugal”: John Hanafin on the Mobility Standard
Christian Henrik Nesheim
January 22, 2022
John Hanafin also says North Macedonia and Albania “are about five years ahead of Montenegro” in terms of becoming EU members.
7 Ways HNWIs Sabotage Their Own Backup Plans – Part II
David Lesperance
September 13, 2019
Making the purchase of a CBI the first step in planning your financial future is like making a visit to Home Depot the first step in planning your dream home, writes David Lesperance.
Citizenship and Wealth Advisors: What Each Needs to Know About the Other to Help Their HNWI Clients
Carlyle Rogers
July 13, 2019
Many low tax jurisdictions also offer CIP and residency programs, and the overlap between the two previously distinct industries is now nearly complete.
Wealth Planning and CBI Are Separate Worlds, But This is About to Change
Carlyle Rogers
July 6, 2019
Changes in international taxation and the new economic substance rules offer unique advantages for some Caribbean and European CIPs, writes Carlyle Rogers.